Send SMS messages via RingCentral for new leads in CLG App
Activate this integration to automatically send a custom text message via RingCentral to each new lead in your CLG App account, as soon as they're registered. Welcome your new leads and start the conversion process effortlessly!
Activate this integration to automatically send a custom text message via RingCentral to each new lead in your CLG App account, as soon as they're registered. Welcome your new leads and start the conversion process effortlessly!
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Send SMS/MMS
Sends a SMS/MMS message.
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Client Status Changed
Triggers when a client status is changed.
Try ItNew Client
Triggers when a new client is created.
Try ItNew Letter Generated
Triggers when a new letter is generated.
Try ItUpdate Lead
Triggers when a lead is updated.
Try It
Delete Lead
Triggers when a lead is deleted.
Try ItNew Lead
Triggers when a new lead is created.
Try ItUpdate Client
Triggers when a client is updated.
Try ItFirst NameRequired
Last NameRequired
Full Name
EmailRequired
PhoneRequired
Date Of BirthRequired
Street Number
Street Name
State
City
ZipRequired
SSN
What Is Your Main GoalRequired
StatusRequired
Document Tracking Number
Client Portal Access